+54.2%
RGTI vs NVS
+87.7%
-33.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +1.0% | +0.7% |
| 7D | +0.5% | -14.3% | +14.7% | +1.4% |
| 30D | -17.1% | -10.0% | -7.1% | -16.7% |
| 3M | -26.0% | -10.9% | -15.1% | -25.7% |
| 6M | -9.9% | -12.0% | +2.1% | -9.5% |
| YTD | -31.1% | +2.5% | -33.6% | -31.7% |
| 1Y | -8.5% | +10.7% | -19.2% | -10.0% |
| 3Y | +652.2% | +53.3% | +598.9% | +586.9% |
| 5Y | +56.8% | +93.6% | -36.8% | +28.8% |
| All | +54.2% | +87.7% | -33.5% | +26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded NVS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling